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Essential Partners’s DoubleVerify DV Stock Holding History

Essential Partners’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.7K Buy
1,237
+31
+3% +$390 0.01% 980
2026
Q2 		$13.1K Sell
1,206
-5,895
-83% -$60.6K 0.01% 1088
2026
Q1 		$67.5K Sell
7,101
-703
-9% -$7.18K 0.02% 525
2025
Q4 		$89.3K Sell
7,804
-3,707
-32% -$40.9K 0.03% 474
2025
Q3 		$138K Buy
11,511
+9,034
+365% +$134K 0.05% 384
2025
Q2 		$37.1K Buy
+2,477
New +$33.9K 0.01% 532

Other funds holding DV

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Essential Partners's DV Position: Q3 2026 in Review

Essential Partners increased its DoubleVerify (DV) stake by 2.6% in Q3 2026, buying an estimated $390 and bringing the position to 1,237 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #980.

Essential Partners first reported a position in DV in Q2 2025 and has held it in 6 quarters since. The position peaked at $138K in Q3 2025. 27 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Essential Partners held 1,237 shares of DoubleVerify worth $16.7K as of Q3 2026.
  • Essential Partners bought 31 DoubleVerify shares in Q3 2026, an estimated $390.
  • DoubleVerify made up 0.01% of Essential Partners's portfolio in Q3 2026, its #980 holding.
  • Essential Partners first reported a position in DoubleVerify in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's DoubleVerify position peaked at $138K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.